TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$395K 0.19%
6,375
-30
127
$395K 0.19%
9,294
+939
128
$394K 0.18%
+13,894
129
$380K 0.18%
7,858
+1,596
130
$365K 0.17%
+3,595
131
$359K 0.17%
5,277
+40
132
$346K 0.16%
1,003
133
$346K 0.16%
7,279
-57
134
$345K 0.16%
7,889
+917
135
$333K 0.16%
7,724
-156
136
$332K 0.16%
1,460
+13
137
$327K 0.15%
1,485
+472
138
$326K 0.15%
+9,620
139
$324K 0.15%
15,058
+1,933
140
$312K 0.15%
12,926
+411
141
$309K 0.14%
7,499
+1,516
142
$305K 0.14%
+11,499
143
$305K 0.14%
3,888
+196
144
$305K 0.14%
27,367
+4,024
145
$301K 0.14%
1,351
+24
146
$300K 0.14%
6,398
+293
147
$295K 0.14%
10,534
+1,294
148
$292K 0.14%
5,072
+1,306
149
$287K 0.13%
+4,776
150
$280K 0.13%
2,557
-134
4 5
6
7 8